u/ED209F

Reddit r/ValueInvesting
· tracked since Jan 2026
Calls
1
Win Rate
0.0%
return
-28.5%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 0%
Average Return -28.5% Long Return -28.5% Short Return -
Average Return
7d +0.1%
30d -19.6%
90d -37.3%
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Result
Result
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Side
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Call Price
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Thesis
Theme
Source
Long
Jan 12
$60.60
-28.5%
Novo undervalued on oral GLP-1 obesity market
The author claims investors are underweight Novo Nordisk, citing company guidance that oral GLP-1 pills will capture over a third of the obesity market by 2030 and that the pill market is bigger than initially thought. Novo is prioritizing a U.S. launch to avoid past supply issues, which the author implies supports the growth thesis. The catalyst is the 2030 pill market opportunity and U.S. launch execution.
GLP-1 / Obesity
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u/ED209F has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: NVO.

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